CapitalSouth SBIC Fund IV, L.P.
Managed by Capital Private Advisors, LLC · www.capitalagroup.com
License 03/12-4060
Firm overview
From public sources (https://www.capitalagroup.com/)
Capitala Group (founded as CapitalSouth Partners in 1998) is a Charlotte, NC-based asset management firm providing equity and debt capital to lower middle-market businesses. Founder Joseph Alala III became the youngest founder of an SBIC debenture fund in history at age 28. Capitala employs a flexible capital mandate with hands-on portfolio management across private credit and private equity, and has been active in 35 of 50 U.S. states with over 300 transactions completed. The firm has invested approximately $3.2 billion in capital under management since inception in 1998 across 10+ sectors including Building Products, Business Services, Consumer Products, Education Services, General Industrial, Healthcare & Pharmaceuticals, Information Technology, Recreation/Leisure/Entertainment, and Restaurant & Food. CapitalSouth SBIC Fund IV ('CapitalSouth Growth Fund') focuses on companies with $8M+ revenue and $2M+ EBITDA.
Team (15)
Source: Public · https://www.capitalagroup.com/our-team
| Name | Title | Location | |
|---|---|---|---|
| Demo Employee 1162 | Director of Marketing & Events | Charlotte, NC | |
| Demo Employee 1205 | Director of Investor Relations | Charlotte, NC | |
| Demo Employee 1377 | Vice President, Business Development | Charlotte, NC | |
| Demo Employee 1587 | Senior Associate | Charlotte, NC | |
| Demo Employee 1631 | President & Chief Operating Officer | Charlotte, NC | |
| Demo Employee 1973 | Managing Director, Atlanta | Atlanta, GA | |
| Demo Employee 2452 | President & Director of Capitala Securities, LLC | Charlotte, NC | |
| Demo Employee 2669 | Senior Associate | Charlotte, NC | |
| Demo Employee 2864 | Managing Director | Charlotte, NC | |
| Demo Employee 2896 | Vice President | Charlotte, NC | |
| Demo Employee 294 | Senior Associate | Charlotte, NC | |
| Demo Employee 519 | Chief Financial Officer & Chief Compliance Officer | Charlotte, NC | |
| Demo Employee 523 | Director of Accounting & Finance | Charlotte, NC | |
| Demo Employee 64 | Partner | Charlotte, NC | |
| Demo Employee 758 | Founder & Chief Executive Officer | Charlotte, NC |
Publicly disclosed portfolio (11)
Source: Public, every row cites its source URL. No exact deal terms unless disclosed.
| Company | Type | Announced | Source |
|---|---|---|---|
| Portfolio Co 9 | — | 2025-01-01 | link |
| Portfolio Co 7 | — | 2025-01-01 | link |
| Portfolio Co 1 | — | 2024-01-01 | link |
| Portfolio Co 3 | — | 2024-01-01 | link |
| Portfolio Co 8 | — | 2024-01-01 | link |
| Portfolio Co 10 | — | 2024-01-01 | link |
| Portfolio Co 11 | — | 2024-01-01 | link |
| Portfolio Co 2 | — | — | link |
| Portfolio Co 5 | — | — | link |
| Portfolio Co 6 | — | — | link |
| Portfolio Co 4 | — | — | link |